03 February 2020

Empowering a Fintech design team through experience design

Insight Investment is a leading global asset manager, responsible for over £542bn in assets under management across liability driven investment, fixed income, cash management, absolute return, multi-asset, specialist equities and real assets. Insight Investment's mission is to design solutions to deliver complex investment outcomes for pension funds, insurers, sovereign wealth funds and individuals. 

Insight Investment has embarked on creating an ambitious new enterprise portfolio management application that is enabling portfolio managers, investment analysts and traders to manage client’s portfolios with much greater efficiency. The goal is to significantly increase productivity and facilitate rapid decision making to increase precision, reduce manual processes and to support future gazing workflows.

Prospect were invited to support the internal design and development process by facilitating a User Experience workshop to empower the in-house development team to become more UX aware and develop complex new features with usability principles in mind. The workshop’s aim was to assess existing processes, embed core UX principles, further enhance existing methodologies & tools through practical exercises and to demonstrate the value of the UX process to the senior business stakeholders.

The feedback was very encouraging and has resulted in greater awareness of designing for end users, core design principles that will generate more effective development processes and outcomes. “A fact that stuck with me is that 5% of features are used 95% of the time. I think this is a really good thing to always remember, so you really focus on the important parts of an application.”

We were also asked to help evolve the existing application interfaces to meet the ever increasing user experience expectations within the Fintec sector. The resulting interfaces provide a contemporary and future ready experience and support the developer UI library and daily development tasks with consistent design patterns.